Cloning Existing Client Records

If new client information is similar to the information found in an existing client record, the original record can be cloned and modified.

Before you begin

Client Registration must be open.

About this task

For example, if two residents live in the same building, you can clone the original client file to keep the original address information.
Note: Copy and clone are two different procedures. Cloning allows you to copy an entire client record. Copying allows you to copy the information available for a client on the Select tab so that it can be pasted into another application.

Procedure

  1. Search for and select the client.
  2. Right-click and click Clone.
    The new client profile appears. A new Client ID number is assigned to the record.
  3. Optional: Type a Client Code for the new client record.
  4. Check each tab and edit any client information as necessary.
  5. Click the Save button:
    Diskette.